Transaction Services Manager - Financial Services (Bilingual FR/EN)

PwC Canada; Toronto; Hybrid; CAD 88,000 - 138,000; Full time

Benefits offered by this job

Hybrid work environment

Professional development

Job summary

PwC Canada is seeking a Manager in Financial Due Diligence within Deals Transaction Services in Canada. You will drive financial analysis, perform QoE and NWC work, and present data-driven insights to clients across financial services sectors.

You will lead projects, manage timelines, and mentor staff while collaborating with cross-functional teams to deliver high-value deal advisory services. A CPA designation and strong communication skills are essential.

Qualifications

• CPA designation or equivalent required.
• Manager level experience in Financial Due Diligence.
• Strong analytical and communication skills.
• Experience with Financial Services focus a plus.

Responsibilities

• Perform in-depth financial analysis of client and target data.
• Prepare transaction analyses (QoE, NWC, debt items).
• Deliver client-facing projects and manage deadlines.
• Lead work streams on engagements; mentor junior staff.
• Build relationships with clients and internal teams.
• Support development of team members.

Skills

Financial due diligence

Communication

Leadership

Data analytics

Team management

Alteryx

PowerBI

Tableau

Education

CPA designation or equivalent

Tools

Alteryx

PowerBI

Tableau

Job description

Job Description & Summary

A career in our Financial Due Diligence practice, within Deals Transaction Services, will provide you the opportunity to help organisations realise the potential of mergers, acquisitions and divestitures and capital markets. In short, we help some of the world’s leading companies originate, create, execute, and realise value from deals. Through data driven insights we help our clients move in the right direction ensuring maximum value for their company.

Our team assist organisations with both buy side and sell side due diligence. As part of our team, you’ll help us provide both corporate and financial buyers with peace of mind by analysing and validating all the financial, commercial, operational and strategic assumptions being made.

Our team specializes in the Financial Services sector, performing due diligence and other M&A activities on companies across the Insurance, Banking & Capital Markets, Asset & Wealth Management and Fintech subsectors. As part of our team, you’ll have the opportunity to help our clients through the different stages of the M&A process.

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Financial Due Diligence

Management Level

Manager

The Opportunity

• Financial Analysis and Due Diligence: Undertake in-depth financial analysis of client and target financial data to identify deal issues and business value drivers in a wide range of businesses within Financial Services
• Prepare key transaction analyses such as Quality of Earnings, normalized net working capital and analysis of debt and debt-like items. Data analytics tools will be utilized to drive efficiencies in data processing and analysis, and to present data effectively
• Advisory skills: Provide advice as a trusted adviser, using their skills, experience and understanding of transactions to the advantage of their client
• Project management
• Responsible for delivering client-facing projects, being the main daily point of contact for senior client contacts, managing your own time, planningand organizing work tasks, monitoring progress and meeting deadlines
• Teamwork: Key team member on large complex assignments and lead work streams on smaller and medium size engagements
• Building relationships: Build and sustain relationships with clients and internal contacts and to act as an ambassador and role model for PwC
• Developing people: Demonstrate the ability to give clear directions, as well as positive and constructive feedback
• Coach less experienced staff and actively assist in the development of other team members

What You’ll Bring

• Chartered Accountant Designation (CPA or local equivalent)
• Professional experience at Manager level with solid Financial Due Diligence experience
• Proven technical and analytical capabilities including proven financial and business performance analysis skills.
• Experience with Financial Services companies
• Strong communication,presentationand report writingskills
• Proven team management and leadership skills
• Data analytics experience, using tools such as Alteryx, PowerBIand Tableau (desirable)
• This roledoesn’tsupport completion of the Canadian CPA designation
• PwC Canada is committed to cultivating an inclusive, hybrid work environment. Exact expectations for your team can be discussed with your interviewer
• When applying to a Quebec based opportunity, fluency in French isrequired. Outside of Quebec, fluency in French is an asset

What can you expect working in our Financial Services Deals group?

• New and exciting challenges – as part of a fast-growing FS Deals team
• Training and development opportunities
• Exposure to a wide range of businesses, clients and deals;
• Collaboration with the wider Financial Services Deals group, including Corporate Finance and Strategy.
• Learning opportunities - what makes deals work in Canada, how they are valued and structured (both finance and tax); and
• Travel opportunities and a team orientated and supportive work environment we have a great team and are looking to build on that!

The salary range for this position is $87,700 - $137,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Why you’ll love PwC

We’re inspiring and empowering our people to change the world. Powered by the latest technology, you’ll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level.

We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life.

Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Métisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education

(if blank, degree and/or field of study not specified) Degrees/Field of Study required: Degrees/Field of Study preferred:

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Alteryx (Automation Platform), Analytical Thinking, Budget Analysis, Business Valuations, Carve-Outs, Cash Flow Analysis, Coaching and Feedback, Communication, Compliance With Accounting Standards, Contractual Risk Mitigation, Creativity, Data Analysis, Data Analysis and Interpretation, Data Analytics, Data Integrity, Deal Structures, Draft Preparation, Due Diligence Research, Earnings Quality, Embracing Change, Emotional Regulation, Empathy {+ 42 more}

Travel Requirements

Not Specified

Available for Work Visa Sponsorship

No

Government Clearance Required

No

The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).

Nous tenons à répondre à vos besoins tout au long du processus de demande d’emploi, d’entrevue et d’embauche. Si vous avez besoin de mesures d’adaptation pour être parfaitement à l’aise, faites-le-nous savoir à l’étape de la demande d’emploi.

L’utilisation de l’intelligence artificielle (IA) dans le domaine du recrutement en est à ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. À certains stades de notre processus de recrutement, nous comptons sur l’IA pour améliorer votre expérience. Par exemple, pendant l’examen du curriculum vitæ ou l’élaboration d’une liste de recommandations personnalisées, un agent conversationnel pourrait vous demander des précisions ou fixer avec vous un rendez-vous pour l’entrevue. L’IA nous aide à mieux lutter contre les préjugés, car l’évaluation des candidats se fait de façon juste et équitable, sans que les informations d’identification comme le nom ou le sexe soient connues. Elle nous permet également de mieux repérer les bons candidats pour un poste et d’évaluer le lien entre leurs compétences, leur expérience et leurs chances de réussir chez PwC Canada. Bien que l’IA facilite certaines étapes de notre processus de recrutement, les décisions finales d’embauche sont toujours prises par des personnes. Pour en savoir plus sur l’utilisation et la protection de vos données personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).